Yaupon Capital Management LP

Position in TLN — Talen Energy Corp

CIK 1755028 NEW YORK, NY

Position in TLN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$74,410,796

+$49,141,827 QoQ

Shares Held

193,647

+144.6% QoQ

Ownership

0.404%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

#46

of 642 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Yaupon Capital Management LP holds $177,603,349 across 3 Utilities - Independent Power Producers names. TLN ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	470,483	$74,632,718
2	TLN	Talen Energy Corp This page	193,647	$74,410,796
3	TAC	Transalta Corp	2,065,064	$28,559,835

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,410,796	193,647	+144.6%	Shares	Sole	2026-08-14
2026-03-31	$25,268,969	79,156	+184.3%	Shares	Sole	2026-05-15
2025-06-30	$8,094,746	27,839	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.